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You're right that there's no technical moat at play with immersive video, however, I foresee this as a licensing moat that Apple could capture. If they are the
by unsnap_biceps 2y ago
You're right that there's no technical moat at play with immersive video, however, I foresee this as a licensing moat that Apple could capture. If they are the only cameras on the field, it doesn't matter if Meta's headsets are cheaper.
- talldayo 2y agoI doubt any big-time streaming services would sign onto that unless Apple ammortized the expected losses. The price of the headset means nothing to media rightsholders, they just want to sell their content to the platform with the largest audience. If Apple's got 50,000 recurring viewers and Meta's got 500,000, most platforms are going to focus on where the eyes are.